IRS requested form 8962 and copy of 1095-A. I was under my dads insurance through the market place. In part 2 of my dads 8962 form he entered "NO" on lines 9 and 10.

hugot225 — Thu, 06 Jun 2019 12:45:24 GMT

He put "NO" on both line 9 and 10 meaning he didn't allocate policy amounts with me. He told me he got an extra $315 because of that. What do I put on mine? Do I also put "NO" on line 9 and 10 or do I put "YES" on line 9 and enter his social and put 0's on line 30 e,f, and g since he already got money back? Kind of confused don't want to mess up.

If he took 100% then you get 0% of the allocation.... and...

Critter — Thu, 06 Jun 2019 12:45:25 GMT

If he took 100% then you get 0% of the allocation.... and the program will complete that confusing form for you ....

If you have received a letter from the IRS asking for form 8962, form 1095-A, and a recalculated form 1040, page 2, please check which tax year the letter references. If your letter does not specifically ask for a recalculated page 2 of your 1040, you may disregard that part of the directions. You will only need to provide what the IRS has requested in their letter.

Because you purchased your health insurance through Healthcare.gov or a state marketplace, Form 8962, Premium Tax Credit (PTC) should have been included in your return. It’s used to calculate the amount of your Premium Tax Credit and reconcile any advance payments you received to help pay your health insurance premium.

The IRS believes you should have gotten a 1095-A so if you didn't get your 1095-A from the ACA Marketplace then you need to contact them for a duplicate copy or to find out if you were supposed to get one at all ... one may have been issued by mistake ... they are open 24/7 ... https://www.healthcare.gov/contact-us/

We’ll help you complete this form with Turbo Tax and you do not have to submit an amendment, just print off and return the forms the letter specified. If the letter is for tax year 2016, follow the directions below. If the letter is for tax year 2015 or 2014, please click on the link at the bottom.

Sign into Turbo Tax
Click My Turbo Tax in the upper left. This will take you to My Tax Timeline
Scroll to the bottom for Some things you can do
Click on "add a state" to open the tax file.
Click on the Federal Taxes tab and then the Health Insurance tab
Answer the questions about your health coverage
Select Yes, "Was anyone enrolled in any of these less common plans in 2016?" to enter your 1095-A and generate an 8962 form.
On the That’s all we need on your 2016 coverage screen,
Click Done with Health
Select My Account at the top, in the blue
Select Print Center
Print, save, or preview this year’s return
Click on Print to print the forms you need
You can view the forms from here and select just to print the pages with
Form 8962 and either Form 1040 or 1040A
Or you can select forms filed with the government plus all worksheets
Then Save to my computer and simply print those specific pages from the pdf
Mail the following to the IRS address on your IRS letter:

1. Form 8962, Premium Tax Credit

2. Copy of your Form 1095-A, Health Insurance Marketplace Statement

3. A copy of the IRS letter that you received.

4. (If you letter asks for it) Form 1040 or 1040A – make sure to sign and date Page 2 of the Form 1040 or 1040A

topic IRS requested form 8962 and copy of 1095-A. I was under my dads insurance through the market place. In part 2 of my dads 8962 form he entered "NO" on lines 9 and 10. in Get your taxes done using TurboTax

IRS requested form 8962 and copy of 1095-A. I was under my dads insurance through the market place. In part 2 of my dads 8962 form he entered "NO" on lines 9 and 10.

If he took 100% then you get 0% of the allocation.... and...